The Alternative Investment Summit Returns

In the midst of heightened regulatory focus, intensifying competition, and growing investor demand for more diversified portfolios, the Alternative Investment Summit will return on Thursday 22 October to explore the opportunities, challenges and risks for financial advisers and wealth managers. Hosted by Intelligent Partnership (IP), the UK’s leading curator of research and education on alternative investments, the Summit will gather providers, practitioners and thought-leaders for updates and insights on tax-efficient investments, alternative finance, real assets, social impact investments, and structured products.

Daniel Kiernan, Research Director at IP, and curator of the Summit programme, commented: “Navigating the expanding universe of alternative investments has never been more challenging – or potentially rewarding – as it offers the prospect of additional sources of return, diversification, tax savings and the opportunity to put money to work in SMEs and social enterprises. But it requires time and effort for advisers to embrace the whole-of-market and feel confident in their ability to select the right products for the right clients, at the right time. The Alternative Investment Summit will address that with a wealth of insight from industry thought-leaders.

“The Summit programme is designed for financial advisers and wealth managers who want to discover new ways to apply alternative investment solutions, capitalise on new revenue streams and value-adds for clients, and future-proof services against proposed changes in regulation.”

The event, which comprises panels and presentations from over 30 expert speakers, will once again be chaired by David Stevenson – Editor in Chief of AltFinanceNews and a regular contributor for titles including The Financial Times, Investors Chronicle, Money Week, Money Management and Investment Week.

Highlighting the diversity of content planned for the AI Summit, sessions will include:

  • The Alternative Investment Universe
  • Tax Efficient Investments – Boom or Bust?
  • Do Advisers Need to Reconsider Structured Products?
  • Can Advisers Ever Recommend Crowdfunding and Peer to Peer Lending?
  • Social Investment Tax Relief – What Happens Next?
  • Do Real Assets have a place in an Advised Portfolio
  • The FCA’s View on Alternative Investments

Commenting on the themes of this year’s Alternative Investment Summit, IP Managing Director Guy Tolhurst said: “Feedback for our last Summit was extremely positive, with 87% rating it as either ‘excellent’ or ‘very good’; 82% saying they would attend future Summits; and 70% who felt that advisers should be considering alternative investments for their clients. But delegates also asked for a broader programme that reflects the breadth of areas they are exploring to add value for clients. To reflect this, our chaired panel debates, presentations and keynotes will help delegates to optimise the latest developments in alternative finance, real assets, social impact investments, and structured products as well as tax efficient investments.”

The Alternative Investment Summit has been accredited for CPD purposes by the Institute of Financial Planning (IFP), the Chartered Insurance Institute (CII), and the Personal Finance Society (PFS) so their members and other financial services professionals can obtain seven hours of structured CPD for attending the conference – with online certification managed by Intelligent Partnership.

The event will build on the foundations of IP’s first successful Summit, which was attended by 216 delegates comprising intermediaries (63%), product providers (18%), service providers (12%) and other attendees. The speaker programme included a regulatory update from the FCA; panels ranging from tax-efficient investing using EIS & SEIS to Peer-to-Peer lending and Crowdfunding; with keynote speeches from Rockpool Chairman Nicola Horlick and EISA Director General Sarah Wadham.

The Alternative Investment Summit 2015 will take place on Thursday 22 October 2015, from 9am to 5pm, at the Royal Institute of British Architects (RIBA), 66 Portland Place, London W1B 1AD. Find out more at

An Early Bird Discount is available to those who register before 28th August 2015 (£95 + VAT instead of £165 + VAT). To register, simply visit


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